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Create a quarterly training baseline

Start each planning cycle with a shared view of training progress.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Trackings

Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.

Why this helps

Planning discussions lose time when everyone arrives with a different view of learning status.

  • Create a consistent planning baseline
  • Expose progress patterns
  • Support focused quarterly decisions

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Coassemble in Notis once.
  • 2Create an automation for a quarterly training baseline.
  • 3Tell Notis to retrieve Coassemble trackings and summarize the baseline using the 7shifts planning context you provide.
  • 4Choose a quarterly schedule and report channel.
  • 5Test with one real tracking response.

Questions about this workflow

Can it calculate a trend automatically?

Only when prior reports or baseline data are supplied for comparison.

Can it cover multiple courses?

Yes, ask Notis to retrieve and summarize the relevant tracking scope.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 7shifts to Coassemble. A trigger fires from one place; an action lands in another.

7shifts triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Courses

Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.

ActionInstant

Get Trackings

Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.

ActionInstant

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

Connect any two apps with Notis in the middle.

7shifts and Coassemble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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